Episodes

  • How Inflation Is Hurting Bond Ladder Strategies Right Now

    How Inflation Is Hurting Bond Ladder Strategies Right Now
    Jun 13 2026
    Lucas and Luna examine why traditional bond laddering is losing its inflation protection edge in June 2026. With the 10-year breakeven inflation rate rising to 2.31 percent and the Fed holding rates near 3.63 percent, laddered portfolios of short-term Treasuries are earning negative real returns. The hosts walk through a concrete example: a $50,000 ladder earning 4.2 percent nominal but losing purchasing power at 5.1 percent trailing inflation. They discuss alternatives like TIPS laddering and I-bond rolling strategies, referencing the latest CPI reading of 334.0. A practical guide for income-focused investors trying to beat inflation without reaching for risk. #Inflation #BondLadder #FixedIncome #TIPS #IBonds #Treasuries #RealReturns #PurchasingPower #FederalReserve #CPI #BreakevenInflation #IncomeInvesting #Bonds #PersonalFinance #Investing #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • Why Small Caps Are Beating Big Stocks in This Market

    Why Small Caps Are Beating Big Stocks in This Market
    Jun 13 2026
    The Russell 2000 has surged 3.1% in the past week while the S&P 500 barely budged. Lucas and Luna unpack why small-cap stocks are suddenly outperforming their large-cap peers—and what this rotation means for inflation-conscious investors. They examine the Fed's rate pause, the shifting cost-of-capital landscape, and how smaller companies' pricing power is holding up better than expected. Plus: why the 'inflation trade' of 2024–25 has flipped, and what it signals about the broader economy. Tune in for a grounded look at a market shift that could reshape your portfolio. #SmallCaps #Russell2000 #Inflation #FedRatePause #StockMarket #PortfolioRotation #PricingPower #CostOfCapital #MarketTrends #Investing #Finance #BusinessPodcast #FexingoBusiness #Podcast #LucasAndLuna #PersonalFinance #WealthManagement #EconomicShift Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why SpaceX IPO Is Reshaping Inflation Hedges

    Why SpaceX IPO Is Reshaping Inflation Hedges
    Jun 12 2026
    Episode 48 of Inflation and Your Money with Fexingo explores how the SpaceX IPO is reshaping the inflation-hedging landscape. Hosts Lucas and Luna break down why a company tied to launch services and satellite internet is attracting investors who typically buy gold or TIPS. They connect the IPO to the recent divergence between gold prices and mining stocks, the S&P 500's implicit bet on SpaceX, and what this means for everyday portfolios. Plus, they discuss the record-setting $2 trillion market cap expectations and the retail allocation controversy. A focused look at how one mega-IPO can shift the inflation narrative. #SpaceX #IPO #InflationHedge #Gold #GDX #GLD #StockMarket #PortfolioStrategy #ElonMusk #RetailInvestor #Nasdaq #S&P500 #Inflation #Finance #Investing #FexingoBusiness #BusinessPodcast #InflationAndYourMoney Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • Why Small Caps Are Beating Inflation Hedges

    Why Small Caps Are Beating Inflation Hedges
    Jun 12 2026
    In this episode of Inflation and Your Money, Lucas and Luna look at a surprising trend in the current market: small-cap stocks are outperforming traditional inflation hedges like gold and Treasury Inflation-Protected Securities. With the S&P 500 up only 0.1% over the past week but the Russell 2000 jumping 3.1%, they explore why small caps may be a better bet for protecting purchasing power. They discuss how smaller companies can pass on costs more quickly, the role of domestic focus in insulating them from global supply chain issues, and what this means for investors worried about sticky inflation. You'll learn about the Russell 2000's recent performance, the disconnect between gold and inflation expectations, and why your portfolio might benefit from a tilt toward small caps. No fluff, just actionable insight. #SmallCaps #Russell2000 #S&P500 #Gold #Inflation #InflationHedge #PurchasingPower #Investing #PortfolioStrategy #AssetAllocation #Finance #Business #FexingoBusiness #BusinessPodcast #InflationAndYourMoney #LucasAndLuna #MarketTrends #ProtectYourMoney Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • How SpaceX IPO Is Reshaping Inflation Hedges

    How SpaceX IPO Is Reshaping Inflation Hedges
    Jun 12 2026
    In Episode 46 of Inflation and Your Money, Lucas and Luna explore how the biggest IPO of 2026 — SpaceX's record-setting $75 billion offering — is changing the way investors think about inflation hedges. With gold sliding to a six-month low even as CPI ticks up, the hosts examine why growth stocks and disruptive IPOs are drawing capital away from traditional safe havens. They break down the mechanics: how a blockbuster IPO sucks liquidity from other assets, why the 10-year breakeven inflation rate has dipped to 2.29%, and what the small-cap Russell 2000's 3.1% weekly gain tells us about where inflation-era money is flowing. Lucas and Luna also share practical takeaways for listeners — including why I-bonds and TIPS still matter despite the IPO frenzy, and how to think about portfolio balance when headline-grabbing offerings tempt everyone to chase returns. No hot takes, just clear analysis. #SpaceXIPO #InflationHedge #GoldSlump #IPO #BondMarket #SmallCaps #Russell2000 #PurchasingPower #I-Bonds #TIPS #10YearBreakeven #GrowthStocks #InvestingStrategy #PortfolioBalance #Finance #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why Gold Is Falling Despite Sticky Inflation

    Why Gold Is Falling Despite Sticky Inflation
    Jun 11 2026
    Gold has slumped to a six-month low even as inflation remains stubbornly above the Fed's target. In this episode, Lucas and Luna unpack the paradox: why the traditional inflation hedge is losing its luster. They explore the role of real interest rates, the rising opportunity cost of holding gold, and how the Fed's rate pause is reshaping investor behavior. With the S&P 500 down 1.2% in the past five days and gold shedding 5.4% over the same period, the hosts discuss whether gold's weakness signals a broader shift in market dynamics — or just a temporary correction. Along the way, they connect the dots between Treasury yields, the dollar, and the changing calculus for commodity investors. If you've been wondering why your gold ETF isn't protecting your portfolio the way it used to, this episode offers a clear, numbers-driven explanation. #Gold #Inflation #FederalReserve #RealInterestRates #OpportunityCost #Commodities #PreciousMetals #GLD #GDX #PortfolioHedge #TreasuryYields #USDollar #InvestmentStrategy #InflationHedge #MarketParadox #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • How the Fed's Rate Pause Is Widening the Inflation Gap

    How the Fed's Rate Pause Is Widening the Inflation Gap
    Jun 11 2026
    Episode 44 of Inflation and Your Money with Fexingo zeroes in on a growing pain lurking in the data: the gap between what inflation is doing and what the Fed is doing. With CPI still at 334 and the Fed Funds rate stuck at 3.65 percent, Lucas and Luna break down why the central bank's pause is hitting savers and borrowers asymmetrically. They discuss how the interest on reserve balances (IORB) may be distorting the real economy, why gold has dropped 5.5 percent in five days despite sticky inflation, and what the 10-year breakeven inflation rate of 2.34 percent actually signals for your portfolio. Using concrete numbers from June 2026, they explain the mechanics of negative real yields, the silent wealth transfer from cash holders to the banking system, and one practical move listeners can make to protect purchasing power without chasing risk. No fluff, no predictions—just a clear-eyed look at where policy and prices are diverging and what that means for your wallet. #Inflation #FederalReserve #RatePause #PurchasingPower #CPI #RealYields #Gold #BreakevenInflation #Savers #Borrowers #IORB #NegativeRealRates #PortfolioStrategy #TIPS #WealthTransfer #Finance #FexingoBusiness #BusinessPodcast Fexingo founder and producer: Ibnul Jaif Farabi Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • Inflation Is Quietly Reshaping the ETF Industry Landscape

    Inflation Is Quietly Reshaping the ETF Industry Landscape
    Jun 10 2026
    Episode 43 of Inflation and Your Money with Fexingo. Lucas and Luna examine how persistent but cooling inflation is reshaping the ETF industry. They discuss the shift from growth to value ETFs, the surge in demand for TIPS and commodity funds, and the recent underperformance of popular fixed-income ETFs. Using current data—S&P 500 down 3.4% in five days, gold decline of 4.3%—they explore why investors are rotating into inflation-focused products. They also touch on how ETF providers are launching new funds tied to real assets and inflation swaps, and what this means for your portfolio. The conversation includes a donation segment supporting ad-free content. #Inflation #ETF #Finance #Investing #TIPS #Commodities #Gold #S&P500 #RealAssets #PortfolioStrategy #ValueInvesting #FixedIncome #PersonalFinance #FexingoBusiness #BusinessPodcast #InflationHedge #AssetAllocation #MarketRotation Fexingo founder and producer: Ibnul Jaif Farabi Keep every episode free: buymeacoffee.com/fexingo
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    9 mins